Taylor & Morgan Wealth Management, LLC Ishares Tr Transaction History
Taylor & Morgan Wealth Management, LLC
- $135 Million
- Q1 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,458 shares of IYR stock, worth $215,001. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,458
Previous 2,449
0.37%
Holding current value
$215,001
Previous $223,000
1.35%
% of portfolio
0.16%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding IYR
# of Institutions
550Shares Held
51.2MCall Options Held
7.14MPut Options Held
6.54M-
Barclays PLC London, X013.1MShares$1.14 Billion0.41% of portfolio
-
Cibc World Markets Corp New York, NY4.31MShares$377 Million2.58% of portfolio
-
Wealth Navi Inc.4.13MShares$362 Million4.95% of portfolio
-
Morgan Stanley New York, NY2.68MShares$234 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$213 Million0.02% of portfolio